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In the past two days, the rebound of pharmaceutical stocks has aroused widespread concern
Some analysts believe that the medical sector oversold in the early period, and the bottom area has basically been proven
Chinese medicine stocks are expected to usher in rising opportunities
After adjustment, the valuation has returned to a reasonable range, and Chinese medicine stocks are expected to usher in rising opportunities
The semi-annual report shows that among the listed Chinese medicine companies, only 6 are at a loss
On August 27th, the results of the negotiations on the centralized procurement of clinical test reagents in public medical institutions in Anhui Province were officially announced.
Among them, Mindray, as the "first brother" of medical equipment, naturally attracts attention
At the same time that the results of the centralized procurement in Anhui Province were announced, Mindray also released the latest semi-annual report.
In this regard, Mindray stated that, on the one hand, it will continue to improve technology, launch new products year by year, innovate or improve product functions and performance according to market demand, and combine good product reputation and after-sales service to help maintain the product price system; second, through Research and design to reduce costs, while strengthening management and control of raw material costs and operating expenses; the third is to strive to expand the market, expand the scale of business, further increase the market share of products, and improve the company's overall profitability
Good fundamentals of the industry, dazzling performance is expected to be sustainable
The analysis report of Everbright Securities stated that the performance of high-prosperity circuits such as vaccines, CXO, medical equipment, medical services, and traditional Chinese medicine continued to grow at a high level, while the circuits of pharmaceutical circulation and chemical preparations were further differentiated and concentrated
In terms of innovation, pharmaceutical companies have gradually increased R&D investment
Among them, BeiGene has made the most investment in R&D.
Insiders believe that there may be differentiation in the second half of the year and in the future
